Portfolio Analyst Salary

Portfolio Analysts in the United States pull down an average of $60K per year. Total cash compensation to Portfolio Analysts bottoms out near $43K and approaches $95K on the high end; the biggest paychecks include approximately $19K from bonuses and almost $8K from profit sharing. While the company and experience level impact pay for this group, geographic location is the most influential factor. Almost all report receiving medical coverage from their employers and a fair number collect dental insurance. Male Portfolio Analysts are far more common among survey respondents than their female counterparts, who typically comprise less than one-third of the field. Most Portfolio Analysts report high levels of job satisfaction. This report is based on answers to PayScale's salary questionnaire.

$43,430 - $86,767
$43K
$61K
$87K
MEDIAN: $60,752
10%
50%
90%

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$14.85 - $37.38
$15
$23
$37
MEDIAN: $23.31
10%
50%
90%

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$0$96K
Salary $43,430 - $86,767
Bonus $1,966 - $20,124
Profit Sharing $986 - $11,878
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$43,327 - $96,910
  • Country: United States
  • Currency: USD
  • Updated: 20 Sep 2017
  • Individuals Reporting: 312
Hourly Data $0$59
Hourly Rate $14.85 - $37.38
Overtime $30.13 - $59.60
Annual Data $0$96K
Bonus $1,966 - $20,124
Profit Sharing $986 - $11,878
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$43,327 - $96,910
  • Country: United States
  • Currency: USD
  • Updated: 20 Sep 2017
  • Individuals Reporting: 21

Find Out Exactly What You Should Be Paid

United States (change)

Job Description for Portfolio Analyst

A portfolio analyst holds an advanced position in finance. The duties of the portfolio analyst vary greatly according to the specific needs of their employer and industry, but these professionals are generally responsible for using appropriate investment tools to carefully prepare reports and detailed analysis on portfolios. They are in charge of conducting research on economic and business interests, as well as remaining up to date on all industry and legal changes or any other matters which may affect the portfolio. Individuals in this position also maintain records and databases, communicate with clients, and perform industry-specific duties. Portfolio analyst positions frequently require extensive use of investment software and systems specific to the company. The portfolio analyst often works as part of a team and may report to the portfolio manager.

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Portfolio Analyst Tasks

  • Create asset allocation studies, and test or confirm assumptions or constraints in the client profiling process.
  • Respond to customer request and coordinate meeting materials for client meetings.
  • Facilitate account result and funds investment.
  • Research investment solution suite, and make recommendations for enhanced investment solutions.

Common Career Paths for Portfolio Analyst


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Portfolio Analysts often transition into Portfolio Manager positions, for which compensation tends to be much higher. On average, Portfolio Managers earn $90K per year.

Portfolio Analyst Job Listings

Popular Employer Salaries for Portfolio Analyst


Popular Skills for Portfolio Analyst


Survey results suggest that Portfolio Analysts put a wide range of professional skills to use. Most notably, skills in Performance Analysis, Investment Management, Microsoft Excel, and Portfolio Management are correlated to pay that is above average. Those listing Financial Modeling as a skill should be prepared for drastically lower pay. Financial Reporting and SAS also typically command lower compensation. Those familiar with Financial Analysis also tend to know Portfolio Management.

Pay by Experience Level for Portfolio Analyst

Pay by Experience for a Portfolio Analyst has a positive trend. An entry-level Portfolio Analyst with less than 5 years of experience can expect to earn an average total compensation of $61,000 based on 261 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. A Portfolio Analyst with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $70,000 based on 72 salaries. An experienced Portfolio Analyst which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $80,000 based on 22 salaries. A Portfolio Analyst with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $67,000 based on 5 salaries.

Pay Difference by Location

National Average: $66,024

Larger city markers indicate a job is popular in that location.

With a pay rate for Portfolio Analysts that is 30 percent greater than the national average, New York offers a comfortable salary for those in this profession. Portfolio Analysts will also find cushy salaries in San Francisco (+20 percent), Los Angeles (+18 percent), Boston (+13 percent), and Princeton (+4 percent). The lowest-paying market is St. Louis, which sits 23 percent below the national average, proving that location is a significant contributor to overall pay. Not at the bottom but still paying below the median are employers in Dallas and Indianapolis (22 percent lower and 21 percent lower, respectively).

Related Job Salaries

Key Stats for Portfolio Analyst

Gender

Female
26 %
Male
74 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 64 votes.
Less than 1 year
11%
1-4 years
59%
5-9 years
21%
10-19 years
8%
20 years or more
1%
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Location:
Years in Fields/Career:
United States (change)

Experience Affects Portfolio Analyst Salaries

▲21%

▲5%

Late-Career
▲1%

National Average
$66,000

▼8%

Skills That Affect Portfolio Analyst Salaries

Performance Analysis
▲9%



National Average
$66,000




SAS
▼7%

Financial Reporting
▼7%

Financial Modeling
▼24%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 64 votes.

Gender

Female
26 %
Male
74 %

Years of Experience

Less than 1 year
11%
1-4 years
59%
5-9 years
21%
10-19 years
8%
20 years or more
1%

Common Health Benefits

medical benefits
Medical: 90%
dental benefits
Dental: 79%
vision benefits
Vision: 69%
no benefits
None: 9%
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